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Builders FirstSource, Inc.

BLDR Industrials Building Products & Equipment

Builders FirstSource, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $15.2 billion, down 7.38% from fiscal 2024. In the quarter to June 2026, revenue fell 8.77%, EPS fell 102.4%, free cash flow fell 87.4% and total debt fell 1.83%, each against the same quarter a year earlier. Insiders bought in the last twelve months.

54.65 0.97 +1.81%
Market cap
$5.8B
P/E
59.4×
Fwd P/E
34.1×
Dividend yield
—
F-score
5/9
Altman Z
2.75
Beneish M
−2.83
Dividend safety
n/a
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Total buys 4.39
Total sells 0.39
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — 1 — — — — — — —
Sell — — — — — — 1 — — — — —
Insider Ownership 3.57%

Capital & Financial Ratios $m

Market Cap 5,780.00
Revenue 14,448.70
Net Income 102.55
Free Cash Flow 648.90
Net Debt 4,525.66
Current Ratio 1.79 (at or above 1.5: strong)
Debt/Equity 1.15
P/E ratio 59.40 (above 35: high)
Fwd P/E 34.10
P/S ratio 0.41
P/B ratio 1.47
Past 5Y EPS Growth 7.90%
This Y EPS Growth (55.50%) (below 0%: weak)
Next Y EPS Growth 33.05% (at or above 15%: strong)
Next Y revenue growth (5.63%) (below 0%: weak)
Next 5Y EPS Growth (9.59%) (below 0%: weak)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 0.7×, against a ten-year median of 0.7×; over the ten years it ranged from 0.4× in 2018 to 1.7× in 2024.
P/E against its own 10 years 95.41%
10-year low 10-year high
P/S against its own 10 years 42.28%
10-year low 10-year high
P/B against its own 10 years 0.29%
10-year low 10-year high
EV/Sales against its own 10 years 54.07%
10-year low 10-year high
EV/FCF against its own 10 years 53.60%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2017 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 66 154 182 66
Receivables 1,727 1,507 1,391 1,627
Inventory 1,228 1,212 1,095 1,272
Other 279 268 260 280
3,301 3,141 2,927 3,244
2023 2024 2025 Q'26
Payables 881 868 715 1,032
ST’ Debt 4 3 14 12
Other 163 168 168 176
1,863 1,777 1,575 1,813

Compound Annual Growth %

10y 5y 3y
Sales 15.60% 12.16% (12.57%)
Cash Flow 21.25% 36.13% (30.35%)
Earnings 0.00% 6.78% (45.91%)
Book Value 40.12% 30.43% (4.28%)

Revenue $m

Mar Jun Sep Dec Year
’26 3,287 3,863 — — —
’25 3,657 4,234 3,941 3,358 15,191
’24 3,891 4,456 4,232 3,820 16,400
’23 3,883 4,529 4,534 4,151 17,097
’22 5,681 6,926 5,761 4,358 22,726
’21 4,174 5,577 5,509 4,635 19,894
’20 1,787 1,946 2,295 2,531 8,559
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 87 68 — — —
’25 132 341 548 195 1,216
’24 317 452 730 373 1,873
’23 654 391 649 612 2,307
’22 180 947 1,501 971 3,599
’21 (201) (3) 1,107 840 1,744
’20 (51) 221 (15) 105 260
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 43 32 — — —
’25 45 255 465 109 874
’24 228 367 635 277 1,506
’23 554 270 538 515 1,877
’22 131 881 1,417 840 3,270
’21 (237) (56) 1,048 774 1,529
’20 (79) 195 (42) 82 156
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 (0.43) (0.04) — — —
’25 0.84 1.66 1.10 0.28 3.89
’24 2.10 2.87 2.44 1.65 9.06
’23 2.41 3.16 3.59 2.83 11.94
’22 3.56 5.75 4.72 2.62 16.82
’21 0.83 2.39 2.98 2.31 8.48
’20 0.07 0.67 0.73 1.18 2.66
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.4
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 6.50 10.57 10.15 10.56 9.00 37.46 48.91 64.54 130.75 94.35

Analyst estimates 2026–2028

Powerpack
High 14.09 22.08 23.28 26.07 42.84 86.20 86.48 171.03 214.70 175.12
People
People Employees 14,000 15,000 15,000 15,800 26,000 28,000 29,000 29,000 29,000 28,000
Revenue/emp, $m 0.45 0.47 0.51 0.46 0.33 0.71 0.78 0.59 0.57 0.54
Income, $m
Income, $m Revenue 6,367 7,034 7,725 7,280 8,559 19,894 22,726 17,097 16,400 15,191
Gross margin, % 25.08 24.56 24.89 27.15 25.97 29.41 34.08 35.17 32.82 30.39
EBT 22 92 261 283 408 2,252 3,572 1,984 1,388 512
EBT margin, % 0.34 1.31 3.38 3.88 4.77 11.32 15.72 11.61 8.46 3.37
Net income 144 39 205 222 314 1,725 2,749 1,541 1,078 435
Depreciation 117 99 103 104 120 551 502 558 562 591
Per share, $
Per share, $ Revenue 57.49 62.48 67.41 62.92 73.40 98.56 140.32 133.81 138.94 136.34
Earnings 1.30 0.34 1.79 1.92 2.69 8.55 16.98 12.06 9.13 3.91
Cash flow 1.43 1.59 2.47 4.36 2.23 8.64 22.22 18.05 15.87 10.91
Capex (0.31) (0.53) (0.84) (0.92) (0.89) (1.06) (2.03) (3.36) (3.11) (3.07)
Free cash flow 1.12 1.06 1.62 3.44 1.34 7.58 20.19 14.69 12.76 7.84
Book value 2.80 3.34 5.20 7.13 9.89 23.79 30.64 37.04 36.40 39.06
Shares, m 111 113 115 116 117 202 162 128 118 111
Valuation, ×
Valuation, × P/E 8.89 64.71 6.13 13.17 15.11 10.00 3.89 13.69 15.67 26.31
P/S 0.20 0.35 0.16 0.40 0.56 0.87 0.47 1.24 1.03 0.75
P/B 4.16 6.58 2.10 3.56 4.13 3.60 2.13 4.47 3.93 2.63
EV/Sales 0.48 0.60 0.36 0.58 0.70 1.01 0.59 1.42 1.25 1.04
EV/FCF 24.84 35.30 15.05 10.60 38.08 13.20 4.13 12.92 13.56 17.99
Cash, $m
Cash, $m Operating cash flow 158 179 283 504 260 1,744 3,599 2,307 1,873 1,216
Capex (34) (59) (97) (106) (104) (214) (329) (430) (367) (342)
Free cash flow 124 119 186 398 156 1,529 3,270 1,877 1,506 874
Balance, $m
Balance, $m Working capital 461 598 642 486 1,149 1,840 1,655 1,437 1,364 1,352
Total debt 1,802 1,784 1,561 1,291 1,624 2,930 2,984 3,181 3,704 4,441
Net debt 1,788 1,727 1,551 1,277 1,200 2,887 2,904 3,115 3,550 4,260
Shareholders’ equity 310 376 596 825 1,153 4,802 4,963 4,732 4,296 4,352
Returns, %
Returns, % ROA 4.98 1.31 6.91 7.18 8.45 23.18 25.80 14.61 10.23 3.99
ROIC 7.04 8.47 10.74 11.66 14.44 19.40 29.96 17.33 12.71 5.71
ROE 62.92 11.31 42.20 31.21 31.71 57.95 56.31 31.78 23.88 10.06
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Builders FirstSource, Inc. vs peers in Building Products & Equipment (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
OC Owens Corning Inc $9.0B — (loss-making) 13.4× +0.33% (above 0%: growing) −34.19% (below 0%: shrinking) +61.87% (above 0%: growing) 28.77% 17.49% Compare
SPXC SPX Technologies, Inc. $8.4B 29.5× 34.3× +22.92% (above 0%: growing) +40.18% (above 0%: growing) +96.84% (above 0%: growing) 40.18% 16.94% Compare
AWI Armstrong World Industries, Inc. $7.0B 23.0× 19.3× +11.16% (above 0%: growing) +12.44% (above 0%: growing) +13.13% (above 0%: growing) 41.31% 28.35% Compare
AAON AAON, Inc. $6.4B 37.8× 57.5× +101.23% (above 0%: growing) +263.16% (above 0%: growing) +52.96% (above 0%: growing) 24.32% 10.99% Compare
BLDR Builders FirstSource, Inc. $5.8B 59.4× 34.1× −8.77% (below 0%: shrinking) n/m −87.35% (below 0%: shrinking) 28.14% 3.33%
LPX Louisiana-Pacific Corporation $4.9B 88.7× 35.5× −12.05% (below 0%: shrinking) −50.65% (below 0%: shrinking) −13.83% (below 0%: shrinking) 17.32% 4.52% Compare
FBIN Fortune Brands Innovations, Inc. $4.8B 32.6× 13.9× −4.11% (below 0%: shrinking) n/m +51.05% (above 0%: growing) 51.19% (0.78%) Compare
TREX Trex Company, Inc. $4.7B 27.2× 24.0× +7.79% (above 0%: growing) −15.49% (below 0%: shrinking) −8.48% (below 0%: shrinking) 37.88% 20.62% Compare
GFF Griffon Corporation $4.2B 23.2× 16.6× +7.04% (above 0%: growing) n/m +5.99% (above 0%: growing) 46.96% 23.99% Compare
Median of peers $5.6B 29.5× 21.7× +7.42% −1.53% +32.09% 39.03% 17.22%

All 35 Building Products & Equipment stocks →

Builders FirstSource, Inc. (BLDR) key facts

  • Concern: Builders FirstSource, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $15.2 billion, down 7.38% from fiscal 2024.
  • Concern: Net income was $435.2 million, or $3.91 per share (basic), a net margin of 2.86%.
  • Builders FirstSource, Inc. (BLDR) is a Building Products & Equipment company in the Industrials sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, BLDR traded at $54.65, a market capitalization of $5.8 billion.
  • At that price the stock trades at 59.4× trailing-twelve-month earnings and 0.4× sales; its P/E is higher than 95% of its own readings over the past ten years.
  • Return on equity was 10.1% and debt-to-equity 1.15.
  • Its Piotroski F-score is 5 out of 9 and its Altman Z-score is 2.75 (grey zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Builders FirstSource, Inc. (BLDR) Latest News

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stockrow.com/BLDR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com